Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

 

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit TF-I-144 Updates to the tax questionnaire.

Client questionnaire in WORD format Merged

This is a useful feature so that clients can type up the answers in electronic format. Saves them printing, filling in ink then scanning back to us and then we type up the info. Good for the environment as everything is digital.

  • Guest
  • Jun 11 2020
Taxfiler / Tax
  • e l commented
    August 25, 2020 15:49

    alternatively an editable pdf. i have clients who struggle to edit the pdf as they use mac's

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  • Paul Tibble commented
    June 22, 2020 14:14

    It would be also useful to have the ability to store the reply and any other documents (P60's etc).

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